Multi-currency complexity
License purchases in USD and service revenue in CAD made reliable margin calculations difficult.
B2B services & technology
Turning HubSpot into a true quoting and revenue platform.
ClientHighway Three Solutions
A complete Sales Hub rebuild that connected complex project quoting, multi-currency calculations, operations handoffs, and real-time margin visibility.
01 · Context
The business behind the portal.
Highway Three Solutions is an Atlassian Platinum Solution Partner with more than 20 years of experience implementing and scaling Jira, Confluence, and Jira Service Management for enterprise teams.
Quoting and sales operations lived primarily in Confluence and email. As the business grew, that made CRM visibility, accuracy, margin reporting, and coordination between account executives and the quoting team increasingly difficult.
02 · Pressure
What had to change.
H3 needed HubSpot to reflect a nuanced project-based sales process: deal tracking, quote revisions, multi-currency products and services, margin calculations, approvals, and internal collaboration.
Quote inconsistency
Every quote followed a different format, without standard naming, revision, or approval control.
Manual operating habits
Teams edited deals backwards, rebuilt calculations, and relied on meetings to understand upcoming work.
Platform constraints
The solution needed creative automation and file-handling choices without adding unnecessary HubSpot tiers.
03 · What Hubjoy built
A system shaped around the work.
Hubjoy began with process discovery and mapping, then rebuilt the sales pipeline, automation, data structure, and enablement model around how H3’s sales and quoting teams actually work.
Sales Hub rebuild
Redesigned the pipeline around quoting stages and introduced linked quote-request tickets for revisions, statuses, and approvals.
Automation & data design
Created dynamic multi-currency and margin calculations, automated deal-to-ticket transitions, and standardized product and service properties.
Collaboration framework
Centralized quote notes, templates, handoffs, and task visibility across sales, operations, and finance.
Reporting foundation
Added the properties and filters needed to segment by service type, quote status, currency, and margin performance.
Training & handover
Delivered live user training plus AE and admin documentation that cut onboarding time for new account executives in half.
04 · Results
Evidence the business could use.
Hours saved weekly
Central visibility replaced time lost to email threads, manual tracking, and status meetings.
Faster quoting
Clear ownership and structured handoffs improved collaboration between sales and operations.
Data completeness
Real-time updates replaced manual entry and lifted completeness from roughly 65%.
Quoting capacity
The rebuilt operating model can support substantially more volume without added administration.
Currency accuracy
The dynamic framework eliminated workflow failures across USD and CAD conversions.
Hours saved per AE
A usable deal-stage pipeline reduced weekly process administration for sellers.
In less than a quarter, H3 moved from fragmented manual quoting to a live, automated Sales Hub. Sales, quoting, operations, and finance now work from the same records and definitions.
Leadership gained real-time clarity into pipeline, quoting velocity, profitability, and sales performance—with a foundation ready for future automation, reporting, and integration work.
“Hubjoy translated our complicated quoting and sales workflows into a beautiful HubSpot pipeline that functions as it should. Our sales team loves it and can strategically serve customers instead of being bogged down by internal processes.”
Build the next customer story
Bring us the operating pressure behind your HubSpot portal.
We’ll map the process, data, architecture, and adoption gaps—then build the system that helps your team move forward with confidence.
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